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Manager record

Perennial Advisors, LLC

New York, NY · CIK 1697360 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$669.38MReported 13F valueQ3 2026 · as filed
140Holdings listed
+3.1%vs prior quartervalue change includes market moves
6Quarters on record
Oct 13Latest filed
Reported 13F value by quarter, Q2 2025 to Q3 2026Q2 2025: $538.3M$538.3MQ2 2025123 holdingsQ3 2025: $577.4M$577.4MQ3 2025127 holdingsQ4 2025: $596.4M$596.4MQ4 2025127 holdingsQ1 2026: $587.2M$587.2MQ1 2026124 holdingsQ2 2026: $649.2M$649.2MQ2 2026138 holdingsQ3 2026: $669.4M$669.4MQ3 2026140 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Oct 13 2026 13F-HR · period Q3 2026

$669.38M · 140 holdings listed · View original SEC filing ↗
Jul 13 2026 13F-HR · period Q2 2026

$649.22M · 138 holdings listed · View original SEC filing ↗
Apr 13 2026 13F-HR · period Q1 2026

$587.25M · 124 holdings listed · View original SEC filing ↗
Jan 12 2026 13F-HR · period Q4 2025

$596.43M · 127 holdings listed · View original SEC filing ↗
Oct 14 2025 13F-HR · period Q3 2025

$577.39M · 127 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$538.30M · 123 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q3 2026 · latest filing Oct 13, 2026 · Change methodology